$Oracle(ORCL)$ $Microsoft(MSFT)$  OpenAI Astra scored 99.9% on ARC-AGI-3. Jensen Huang posted that GPT-6 Astra was trained on roughly 100K+ NVIDIA Grace Blackwell NVLink72, and noted the jump from ChatGPT to o1 to Astra happened in 4 years. He also mentioned 400K GPUs are coming online next. ORCL MSFT.

$Oracle(ORCL)$ Bears still holding puts alongside Burry? That's not working out too well, just like LULU.

$Oracle(ORCL)$  The 1.2B watt data center in Texas should be finished by the end of the year. Once that happens, $200 a share will look cheap. It should also give earnings a big boost by March 2027. Good luck to everyone holding long.

$Oracle(ORCL)$ 170 before earnings. 190 on Sep 11. It should rally into earnings, and I think it beats. After that it could keep marching higher.

$Oracle(ORCL)$  Palantir's market cap is nearly the same as Oracle's? Look at the assets, revenue, and earnings. This should trade around 350 to 400.

$Oracle(ORCL)$ I really hope it crosses $200 after earnings on September 10, 2026.

$Oracle(ORCL)$  Most undervalued AI infrastructure stock right now. AI-related earnings keep beating and raising across the board.

No need to rush here. $Microsoft(MSFT)$  has a lot of resistance around that 480 area. A low-volume pullback looks like a technical correction toward a support zone.

$Amazon.com(AMZN)$  When this runs, it's going to be epic. There's going to be a lot of chasing. I can feel it in my bones.

$Credo Technology Group Holding Ltd(CRDO)$ The only reason I'm not all over CRDO is that IREN and ORCL are just so cheap right now. At this price point, CRDO could work well as an anchor for a forward-looking portfolio. It's a really strong company, and at this pace another 3X over the next few years looks doable.

$Oracle(ORCL)$  Oracle has contracts with OpenAI, Meta, Nvidia, AMD, ByteDance, and others. The contracts are non-cancelable and generally run for five to six years. Oracle has also signed leases for much of the data-center capacity needed to meet those commitments.

$Oracle(ORCL)$  Honestly, it feels like most of the bad news is already priced in for this one. From where I stand, there's more upside left in being bullish here than trying to short it.

$Oracle(ORCL)$ This is basically Michael Burry against big banks or the Street on where the stock price should be. Still waiting for the day Citi said it should be $330. LOL

$Amazon.com(AMZN)$ 38 is high for a company in this sector, no doubt about it. But Walmart is turning out to be second in online sales behind Amazon. I've comparison shopped hundreds of products, and Walmart is cheaper even when comparing the exact same brand and product. I've been buying and returning with them, and the experience is just like Amazon, except cheaper. The online business will challenge Amazon. That's why the PE is where it is, because this is becoming, to a degree, partly a tech play. It isn't just brick-and-mortar in-store sales anymore. One thing worth noting: Walmart's yearly subscription, similar to the one Amazon offers for 150 bucks, is seeing membership growth absolutely skyrocket. Subscription revenue is a huge source

$Oracle(ORCL)$ Adding to my position. It might go lower, but I'm sitting on too much cash right now.

$ServiceNow(NOW)$ $Microsoft(MSFT)$ $Salesforce.com(CRM)$ $Visa(V)$ Earlier in the year, when AI disruption fears were running high, my portfolio was lagging the market. I kept buying at the lows while others were panicking. Now the gap has flipped — my returns are pulling ahead of the broader market, and the lead keeps widening. No leverage involved, and 95% is in common stocks.

$Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$  is one to watch on Friday. Looking for a breakout to confirm institutions are active. The orange line marks the Opening Range high.

$SAP SE(SAP)$ $SAP SE(SAP)$ SAP is showing a strong technical recovery. After bottoming near $150 in July, the stock has rallied roughly 45–50% and is now trading around $220. The 1M (+30%) and 3M (+27%) charts clearly show higher highs and higher lows, while the sharp dip toward $210 was bought aggressively. The next important resistance zone sits around $225–240; a clean breakout could open the way toward the previous $280–300 area. Support is now around $210, followed by $195–200. What makes SAP interesting is its position among the major enterprise software and cloud players. It competes with giants such as $Microsoft(MSFT)$  Microsoft,

$Microsoft(MSFT)$  Hopefully this is about to break out. Hopium is a strategy, I guess. We'll see the golden cross soon. Let's see how strong this is, since it's still a lagging indicator.

$Microsoft(MSFT)$  Cool. 2x+ 1dte otm scalps off that last dip.